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ALLSTREET CAPITAL ADVISORS LLC

63 holdingsFiling period: 2026-03-31Current AUM: $147.6Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VEAVANGUARD TAX-MANAGED FDS253.8K$16.3M$17.9M12.14%-5,7722026-03-31
2MGVVANGUARD WORLD FD80.1K$11.6M$13.1M8.86%-1,1082026-03-31
3MGKVANGUARD WORLD FD29.6K$10.9M$12.8M8.67%-1662026-03-31
4BCIABRDN ETFS284.4K$6.9M$6.8M4.61%-2,9042026-03-31
5VWOVANGUARD INTL EQUITY INDEX F105.4K$5.7M$6.2M4.20%-3,9692026-03-31
6PHOINVESCO EXCHANGE TRADED FD T77.2K$5.2M$5.4M3.67%-7392026-03-31
7IDEVISHARES TR58.6K$4.9M$5.3M3.59%+1202026-03-31
8BNDXVANGUARD CHARLOTTE FDS93.4K$4.5M$4.5M3.02%-20,2852026-03-31
9VBKVANGUARD INDEX FDS13.6K$4.1M$4.6M3.14%+1212026-03-31
10VOEVANGUARD INDEX FDS22.0K$4.1M$4.5M3.06%-5732026-03-31
11IWFISHARES TR9.1K$3.9M$4.3M2.93%+242026-03-31
12VBRVANGUARD INDEX FDS17.4K$3.8M$4.2M2.88%-5012026-03-31
13IAGGISHARES TR75.2K$3.8M$3.7M2.53%+7.9K2026-03-31
14VOTVANGUARD INDEX FDS12.9K$3.3M$3.8M2.58%-4132026-03-31
15IWDISHARES TR12.6K$2.7M$3.2M2.15%-1232026-03-31
16TIPISHARES TR23.7K$2.6M$2.6M1.73%-7022026-03-31
17IEMGISHARES INC36.6K$2.6M$2.8M1.92%+1.5K2026-03-31
18HYGISHARES TR29.9K$2.4M$2.4M1.61%+1.2K2026-03-31
19SPHYSPDR SERIES TRUST101.4K$2.4M$2.4M1.60%-6962026-03-31
20VTVVANGUARD INDEX FDS11.3K$2.2M$2.5M1.69%-3352026-03-31
21IYRISHARES TR22.8K$2.2M$2.4M1.62%-6922026-03-31
22IVWISHARES TR17.6K$2.0M$2.4M1.62%-2,9022026-03-31
23VUGVANGUARD INDEX FDS4.2K$1.8M$2.1M1.44%-3112026-03-31
24IWPISHARES TR13.7K$1.8M$1.9M1.27%+1.6K2026-03-31
25SHYISHARES TR21.0K$1.7M$1.7M1.16%-4112026-03-31
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